October was another solid month for retail sales, with turnover increasing 0.6% m/m. Sales growth was driven by household goods in October,...
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Displaying 1 to 20 of 101 results
Research Briefing
We think Australia's growth prospects are set to improve in 2025. Lower inflation will be supportive of the growth outlook,...
Research Briefing
The Federal government has changed tack on fiscal policy, signalling it will run a much easier stance of policy from...
Research Briefing
The Australian labour market has outperformed expectations over the past two years. From a very tight starting point, employment has...
Research Briefing
We've kept our GDP growth forecasts unchanged at 1.1% for 2024 and 2.0% for 2025. We've seen some signs the...
The wage price index increased by 0.8% q/q in Q3. Quarterly WPI growth has been steady at the same pace...
Research Briefing
The results of the US election have prompted us to adopt our 'limited Trump' scenario as our baseline view for now. Broadly...
There were no surprises from the RBA at the November meeting, with the board keeping rates on hold at 4.35%.
The labour market continued its very strong run in September, with employment shooting up by 64,100. The unemployment rate held steady at...
Research Briefing
Australia's GDP growth was broadly in line with our expectations in Q2 at a meagre 0.2% q/q. The economy is...
Research Briefing
Stress among home loan borrowers has risen due to higher interest rates, broad cost-of-living pressures, and the gradual slackening of...
It was fantastic to welcome our esteemed clients and guests to our economic forecasting conference in Sydney, Melbourne and online.
Research Briefing
Employment growth has outstripped economic activity over the past 18 months to an unsustainable extent. Accordingly, the Australian economy has...
Research Briefing
The national total number of owner-occupier loans for dwellings (excluding refinancing) fell 2% in May to 26,880 loans in seasonally...
Research Briefing
Following hawkish comments from the Reserve Bank of Australia and a rise in CPI inflation readings in the last two...
Research Briefing
The 2024-25 federal budget affirmed the forecast changes we made in the April 2024 edition of our Engineering Construction in...
Research Briefing
The Budget is more stimulatory than we had anticipated and presents some upside risk to an otherwise modest growth outlook...
Research Briefing
There has been a meaningful normalisation in Australia's trading relationship with China over the past 12 months. The removal of...
Research Briefing
Two scenarios in which former President Donald Trump returns to the White House in the 2024 election show global GDP...
Research Briefing
Housing affordability is an active topic in the media and is increasingly part of political discord. Key metrics are running...
